Kindly Note: This is not for Financial Advisors.
"Money speaks only one language. If you save me today, I will save you tomorrow"
Below are areas which we will focus in this journey
One-to-One Coaching with Financial Expert
Analysis of Existing Assets and Liabilities
Prioritization of Financial Goals
Goal-Based Investment Planning
Detailed Investment Plan
Investment in Mutual Fund
Review & Recommendation on Existing Life Insurance Products
Review & Recommendation on Existing Health Insurance Products
Insurance Adequacy Assessment
Recording Access of Wealth Summit
Recorded School-Shadi-Security Course
Recorded Course on Appointing Financial Bodyguards
Recorded Course on Financial Freedom at 21
Bonus 1: Budgeting Tool
Bonus 2: Networth Calculator